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To: rzborusa who wrote (46617)	10/19/2022 5:10:47 PM
From: neolib	Read Replies (2) \| Respond to of 72315

I'd prefer that she not channel Jerry, it is certainly what he would do. Dude is still kicking BTW, 86y/o now. I wonder if he still holds any AMD stock?

To: rzborusa who wrote (46617)	10/19/2022 9:08:26 PM
From: Vattila	Read Replies (2) \| Respond to of 72315

I don't think aggressive pricing will move the needle much in the data centre. TCO is the important metric, and I think AMD has a major lead here. Also, it looks like AMD is already selling all they can make, as AMD SVP Forrest Norrod recently stated that sales have been gated by substrates, and they will continue to be so for some time. "The principal gate for us is not wafers. Particularly for these Epyc chips, it’s advanced substrates. And there’s just a long lead time to build up the factories and increase capacity for those substrates. We have made major investments and I think we are ramping that capacity at a very steep but prudent rate. [...] And just to be clear, we are planning for doubling year-on-year over time." The Steady Hand Guiding AMD’s “Prudently Expanding” Datacenter Business (nextplatform.com) Interestingly, the interviewer in that article, Timothy Prickett Morgan, pushed Norrod about switches, insisting that this is a missing piece of the puzzle that AMD needs in the data centre. Norrod referred to partners, and that AMD will not try to do everything. Then, yesterday, we had this announcement: "Augtera Networks Expands its Network AI Data Center Solution with support for AMD Pensando DPU enabled Switches" Augtera Networks and AMD Collaborate to Automate the 4th Generation Data Center \| Business Wire Looks like the pieces are coming together. PS. Thanks for participating in the EPS contest!